XPX Triangle

Events

At XPX, learning and networking go hand in hand

XPX Triangle promotes peer learning, networking and visibility for our members, while creating an environment that fosters collaboration on behalf of our clients. Topics cover all three phases of the private company life cycle: business value growth, business value transfer and owner life and legacy.

Upcoming Events

21

Dec

Virtual access

XPX Triangle: ROADMAP TO EXIT: Business Continuity and Risk Management(Virtual)

Thu, Dec 21^st, 2023 ⋅ 7:30am - 9:00am (EST)

ZOOM

25

Jan

XPX Triangle: ROADMAP TO EXIT: Exit Strategies and Options (In-Person)

Thu, Jan 25^th, 2024 ⋅ 11:30am - 1:30pm (EST)

Milton’s 8852 Six Forks Road, Raleigh, NC 27615

29

Feb

Virtual access

XPX Triangle: ROADMAP TO EXIT: Tax and Legal Considerations in Exit Planning (Virtual)

Thu, Feb 29^th, 2024 ⋅ 7:30am - 9:00am (EST)

ZOOM

28

Mar

XPX Triangle: ROADMAP TO EXIT: Succession Planning in a Family Business (In-Person)

Thu, Mar 28^th, 2024 ⋅ 11:30am - 1:30pm (EST)

Milton’s 8852 Six Forks Road, Raleigh, NC 27615

25

Apr

Virtual access

XPX Triangle: ROADMAP TO EXIT: Financial Planning for Exiting Business Owners (Virtual)

Thu, Apr 25^th, 2024 ⋅ 7:30am - 9:00am (EST)

ZOOM

23

May

XPX Triangle: ROADMAP TO EXIT: Emotional and Psychological Aspects of Exiting (In-Person)

Thu, May 23^rd, 2024 ⋅ 11:30am - 1:30pm (EST)

Milton’s 8852 Six Forks Road, Raleigh, NC 27615

06

Jun

XPX Triangle: ROADMAP TO EXIT: Generational Exits - Boomers, Gen X versus Millennials (In-Person)

Thu, Jun 6^th, 2024 ⋅ 11:30am - 2:30pm (EST)

City Club - Downtown Raleigh, NC

Past Events

XPX Triangle: 1st Tuesday Social

Tue, Dec 5^th, 2023 ⋅ 4:30pm - 6:30pm (EST)

XPX Triangle: Preparing Your Business For Sale (In-Person)

Thu, Nov 30^th, 2023 ⋅ 11:30am - 1:30pm (EST)

XPX Triangle: 1st Tuesday Social

Tue, Nov 7^th, 2023 ⋅ 4:30pm - 6:30pm (EST)

Virtual access

XPX Triangle: ROADMAP TO EXIT: Intellectual Property Audit - How it impacts valuation (Virtual)

Thu, Oct 26^th, 2023 ⋅ 7:30am - 9:00am (EST)

XPX Triangle: 1st Tuesday Social

Tue, Oct 3^rd, 2023 ⋅ 4:30pm - 6:30pm (EST)

XPX Triangle: ROADMAP TO EXIT: Business Valuation Methods and Techniques (In-Person)

Thu, Sep 21^st, 2023 ⋅ 11:30am - 1:30pm (EST)

Contact & Connect

Chapter Events

Virtual access

XPX Triangle: ROADMAP TO EXIT: Business Continuity and Risk Management(Virtual)

Thu, Dec 21^st, 2023 ⋅ 7:30am - 9:00am (EST)

XPX Triangle: ROADMAP TO EXIT: Exit Strategies and Options (In-Person)

Thu, Jan 25^th, 2024 ⋅ 11:30am - 1:30pm (EST)

Virtual access

XPX Triangle: ROADMAP TO EXIT: Tax and Legal Considerations in Exit Planning (Virtual)

Thu, Feb 29^th, 2024 ⋅ 7:30am - 9:00am (EST)

XPX Triangle: ROADMAP TO EXIT: Succession Planning in a Family Business (In-Person)

Thu, Mar 28^th, 2024 ⋅ 11:30am - 1:30pm (EST)

More Events

For even more opportunities to connect with XPX Members check out our Cross-Chapter events.

Silver Sponsors

Arles Taylor of Jenkins, Wilson, Taylor, & Hunt, PA is a member of XPX Triangle

<img loading="lazy" loading="lazy" width="260" height="119" src="https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Jenkins_Wilson_Taylor_Hunt_PA_logo.png" class="attachment-large size-large" alt="Arles Taylor of Jenkins, Wilson, Taylor, & Hunt, PA is a member of XPX Triangle" loading="lazy" decoding="async" />

Inaugural Sponsors

Jerry Sledge of The Sledge Organization, LLC dba Supporting Strategies - Raleigh is a member of XPX Triangle

<img loading="lazy" loading="lazy" width="972" height="156" src="https://www.exitplanningexchange.com/wp-content/uploads/2021/08/SPS_MKTG_Logo_RNC-pdf.jpg" class="attachment-large size-large" alt="Jerry Sledge of The Sledge Organization, LLC dba Supporting Strategies - Raleigh is a member of XPX Triangle" loading="lazy" decoding="async" />

Kenneth Marks of High Rock Partners, Inc. is a member of XPX Triangle

<img loading="lazy" loading="lazy" width="600" height="183" src="https://www.exitplanningexchange.com/wp-content/uploads/2023/12/HighRock_FINAL-600x183-1.jpg" class="attachment-large size-large" alt="Kenneth Marks of High Rock Partners, Inc. is a member of XPX Triangle" loading="lazy" decoding="async" srcset="https://www.exitplanningexchange.com/wp-content/uploads/2023/12/HighRock_FINAL-600x183-1.jpg 600w, https://www.exitplanningexchange.com/wp-content/uploads/2023/12/HighRock_FINAL-600x183-1-300x92.jpg 300w" sizes="(max-width: 600px) 100vw, 600px" />

Thomas Schaffer of Transitions Financial Strategies is a member of XPX Triangle

<img loading="lazy" loading="lazy" width="326" height="170" src="https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Transitions_Financial_Strategies.png" class="attachment-large size-large" alt="Thomas Schaffer of Transitions Financial Strategies is a member of XPX Triangle" loading="lazy" decoding="async" srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Transitions_Financial_Strategies.png 326w, https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Transitions_Financial_Strategies-300x156.png 300w" sizes="(max-width: 326px) 100vw, 326px" />

Jonathan Henry of Trust Company of the South is a member of XPX Triangle

<img loading="lazy" loading="lazy" width="354" height="226" src="https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Trust_Company_of_the_South_logo.png" class="attachment-large size-large" alt="Jonathan Henry of Trust Company of the South is a member of XPX Triangle" loading="lazy" decoding="async" srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Trust_Company_of_the_South_logo.png 354w, https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Trust_Company_of_the_South_logo-300x192.png 300w" sizes="(max-width: 354px) 100vw, 354px" />

Nigel Elkan of ActionCoach of the Triangle is a member of XPX Triangle

<img loading="lazy" loading="lazy" width="1024" height="224" src="https://www.exitplanningexchange.com/wp-content/uploads/2021/06/ActionCoach_of_the_Triangle-1024x224.jpeg" class="attachment-large size-large" alt="Nigel Elkan of ActionCoach of the Triangle is a member of XPX Triangle" loading="lazy" decoding="async" srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/06/ActionCoach_of_the_Triangle-1024x224.jpeg 1024w, https://www.exitplanningexchange.com/wp-content/uploads/2021/06/ActionCoach_of_the_Triangle-300x65.jpeg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/06/ActionCoach_of_the_Triangle.jpeg 1026w" sizes="(max-width: 1024px) 100vw, 1024px" />

Michael Burger of NC Planning is a member of XPX Triangle

<img loading="lazy" loading="lazy" width="381" height="116" src="https://www.exitplanningexchange.com/wp-content/uploads/2021/06/NC-Planning.png" class="attachment-large size-large" alt="Michael Burger of NC Planning is a member of XPX Triangle" loading="lazy" decoding="async" srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/06/NC-Planning.png 381w, https://www.exitplanningexchange.com/wp-content/uploads/2021/06/NC-Planning-300x91.png 300w" sizes="(max-width: 381px) 100vw, 381px" />

Maribeth Christensen of Impact Accounting & Staffing Solutions is a member of XPX Triangle

<img loading="lazy" loading="lazy" width="1024" height="228" src="https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Impact_Accounting_Staffing_Solutions_logo-1024x228.png" class="attachment-large size-large" alt="Maribeth Christensen of Impact Accounting & Staffing Solutions is a member of XPX Triangle" loading="lazy" decoding="async" srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Impact_Accounting_Staffing_Solutions_logo-1024x228.png 1024w, https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Impact_Accounting_Staffing_Solutions_logo-300x67.png 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Impact_Accounting_Staffing_Solutions_logo.png 2000w" sizes="(max-width: 1024px) 100vw, 1024px" />

Van Daughtry of Van Daughtry Consulting, LLC is a member of XPX Triangle

<img loading="lazy" loading="lazy" width="1024" height="163" src="https://www.exitplanningexchange.com/wp-content/uploads/2021/06/vandaughtryllclogo.png" class="attachment-large size-large" alt="Van Daughtry of Van Daughtry Consulting, LLC is a member of XPX Triangle" loading="lazy" decoding="async" srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/06/vandaughtryllclogo.png 1024w, https://www.exitplanningexchange.com/wp-content/uploads/2021/06/vandaughtryllclogo-300x48.png 300w" sizes="(max-width: 1024px) 100vw, 1024px" />

<img loading="lazy" loading="lazy" width="1024" height="473" src="https://www.exitplanningexchange.com/wp-content/uploads/2021/06/TowneBank-Logo-1024x473.png" class="attachment-large size-large" alt="Craig Poms of TowneBank is a member of XPX Triangle" loading="lazy" decoding="async" srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/06/TowneBank-Logo-1024x473.png 1024w, https://www.exitplanningexchange.com/wp-content/uploads/2021/06/TowneBank-Logo-300x138.png 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/06/TowneBank-Logo.png 1777w" sizes="(max-width: 1024px) 100vw, 1024px" />

Jim Sandy of Carolina OZ Group, LLC is a member of XPX Triangle

<img loading="lazy" loading="lazy" width="569" height="137" src="https://www.exitplanningexchange.com/wp-content/uploads/2021/06/CarolinaOZ_Logo.png" class="attachment-large size-large" alt="Jim Sandy of Carolina OZ Group, LLC is a member of XPX Triangle" loading="lazy" decoding="async" srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/06/CarolinaOZ_Logo.png 569w, https://www.exitplanningexchange.com/wp-content/uploads/2021/06/CarolinaOZ_Logo-300x72.png 300w" sizes="(max-width: 569px) 100vw, 569px" />

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